Joe is the founder of Global Tax Management, Inc. and now serves as Chairman and Strategic Advisor. He is responsible for leading the company’s growth and strategic planning initiatives, supporting client relations, and advising the firm’s management team. Joe previously served for 20 years as President and Managing Director of GTM. During his tenure, he led the firm through unprecedented periods of growth, including regional expansion throughout the Mid-Atlantic and an average annual revenue growth of 20% over the last several years.
Joe specializes in all areas of tax accounting, and mergers and acquisitions for large public corporations. He strives to help clients improve efficiency for compliance and provision, minimize material weaknesses through tax accounting, and minimize federal, state, and international taxes by implementing new structures, policies and procedures. Joe is a member of the AICPA, Financial Executive Institute and a Charter Member of Beta Alpha Psi.
He has over 35 years of experience in the tax services arena. Before founding GTM, Joe served as Tax Director for a Fortune 500 Company where he worked for eight years. He also spent eight years as Senior Tax Manager at Main Hurdman, which later merged to become KPMG.
Joe is committed to exceeding clients’ service expectations by giving them the respect and undivided attention they deserve. He aims to build lasting, meaningful relationships with clients, and strives to always be available to assist them.
He was raised in Bryn Mawr, PA and currently resides in Marple with his wife. Together they have four children. In his free time, Joe enjoys playing golf, reading, and spending time with family and friends.
B.S. in Accounting from Drexel University
M.S. in Taxation from Widener University
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